Frequently Asked Questions

Crescent Meridian Capital LLC is compensated for advisory services through asset-based fees and/or hourly fees for financial planning services. The firm does not accept commissions or other forms of transaction-based compensation for advisory services. Investment management uses the six-tier asset-based schedule on the Services page. One rate applies to the entire account balance, with fees billed monthly in advance using the prior month-end account value. Standalone financial planning is $150 to $300 per hour. Investment management generally requires a minimum account size of $500,000. CMC may waive or adjust this minimum on a case-by-case basis at its discretion. Custodial, brokerage, fund, transaction, and other third-party fees may apply.

It means recommendations are made with a duty to put the client's interests first. In practice, that means advice is guided by long-term suitability, clarity, and alignment rather than sales goals.

Crescent Meridian Capital is best suited for business owners, professionals, executives, and families who want fiduciary guidance, coordinated planning, and a long-term advisory relationship rather than one-off product recommendations.

The first consultation is a focused conversation about your current financial picture, major concerns, and long-term goals. It is designed to determine fit, surface priorities, and clarify whether a deeper advisory relationship makes sense.

Not always. The right approach depends on your current setup, planning needs, and the scope of the relationship. In many cases, the first step is understanding what should be coordinated before deciding what, if anything, needs to be moved.

The work goes beyond portfolio management alone. Advice may include investment strategy, cash flow planning, concentration risk, tax-aware decisions, legacy considerations, and broader financial coordination.

A robo-advisor may provide efficient automation, but it cannot replace personalized judgment, nuanced planning, or context around business ownership, family dynamics, tax exposure, and complex decision-making.

The best next step is to schedule a consultation through the website. From there, you can discuss your situation directly, ask questions, and decide whether a longer-term advisory engagement is the right fit.

Yes. Business exit planning is one of the areas where coordinated advice can be especially valuable. Pre-sale positioning, post-liquidity decisions, tax awareness, and family planning all benefit from an integrated strategy.

Yes. Coordinated planning often requires collaboration across tax, legal, and investment decisions. Working alongside your existing professionals helps reduce gaps and improve overall execution.